Client Manager

An established firm of accountants based in Lincoln are looking to hire a Client Manager, to work out of their office in Lincoln.

The firm has built a reputation for its proactive and client-focused approach, offering services such as fixed-price accounting, personal tax and self-assessment, consultancy and advisory, forecasting and budgeting, SEIS/EIS support, R&D tax credits, and company secretarial services. With a strong emphasis on the well-being of their team.

The firm has become a trusted advisor for small businesses, freelancers, and entrepreneurs across sectors like film, television, music, media, advertising, architecture, and technology.

The firm is a certified Xero Gold Partner and is licensed by the Association of Accounting Technicians (AAT), underscoring its commitment to innovation and professional standards.

This is a hybrid role which is office-based on a minimum of two days per week, Tuesdays and Thursdays, with home working accommodated on Mondays, Wednesdays and Fridays.

Responsibilities:

• Being the main point of contact for a portfolio of clients
• Preparing statutory accounts and corporation tax computations for micro entities and small companies, for filing with Companies House and HMRC respectively
• Preparing accounts and trade profit computations for unincorporated businesses
• Providing regular management reports and forecasts to clients using highly innovative tech
• Reviewing financial record keeping for clients using Xero
• Raising and resolving record keeping queries with clients
• Preparing quarterly financial reviews
• Preparing management accounts
• Reviewing quarterly VAT returns
• Interpreting financial statements and discussing them with clients
• Maintaining accurate and up-to-date client data with relevant authorities
• Dealing with routine correspondence with HMRC on behalf of clients

Requirements:

• A positive attitude
• Minimum 2 years experience in a similar, client-facing role in accountancy practice
• Proficiency with Xero
• The ability to effectively manage workloads and meet deadlines
• Excellent communication skills

Benefits:

• Market-leading salary package
• Quarterly performance-based bonus scheme
• Generous annual leave which increases with length of service
• On the job training and well-rounded practical experience
• A client facing role working with the UK s most exciting and disruptive start-ups, entrepreneurs and SME owners across the creative sectors
• A career with a highly reputable firm that puts its people and their wellbeing first
• Excellent career progression
• Fun and vibrant offices based in central Lincoln
• Hybrid working, with up to 3 days a week from home (following probation)
• Monday to Friday 7.5 hours per day, regular start and finish times to be agreed to suit the employee but with core hours between 9am and 4pm.